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Episode 109: Using and Improving Your RISE Score On The Way to Retirement with Sheila Jelinek and Peter Sun

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Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actual level of preparation for retirement. Today, Sheila Jelinek and Peter Sun from Milliman join us to talk about the genesis of the RISE tool which does exactly that. They explain how to get either your score or that of your client, and more importantly, how to use it to improve your plan over time. Also, do you want to get regular updates on news from Sheila, Peter and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.

Links mentioned in this episode:

Learn about the methodology behind the RISE Score: https://frm.milliman.com/-/media/frm/pdfs/3-17-21-frm-milliman_rise_score.ashx

Access the RISE Tool here:

https://alex.fyi/rise/

https://www.therisescore.com/

https://www.protectedincome.org/rise-calculator/ – The Alliance for Lifetime Income – client version

https://www.protectedincome.org/rise-calculator-fa/ – The Alliance for Lifetime Income – advisor version108 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun

Thank you to our show sponsors, The Index Standard and SE2!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

SE2, an Eldridge business, is a leader in the US life and annuities insurance technology and services industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. Learn more at https://se2.com/

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 109: Using and Improving Your RISE Score On The Way to Retirement with Sheila Jelinek and Peter Sun
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Episode 107: Finding Extra Savings Through Better Social Security Planning With Jack Sharry

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When to take Social Security could arguably be the single most important decision you will make in retirement. Jack Sharry, EVP and CMO for LifeYield joins us today to talk about technology’s role in helping us all make the optimal call. Also, do you want to get regular updates on news from Jack and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.

Thank you to our show sponsors, The Index Standard and SE2!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

SE2, an Eldridge business, is a leader in the US life and annuities insurance technology and services industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. Learn more at https://se2.com/

 Watch

 Listen

Receive Updates



Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 107: Finding Extra Savings Through Better Social Security Planning With Jack Sharry
read more